Calculating margins and managing costs

Calculating margins and managing costs

19 March 2021

Toolcie now handles your costs, allowing the software to automatically calculate your margin and amount of profit earned on each of your quotes and invoices.

The margin is calculated based on the sale price before tax, minus the cost. The cost corresponds to the price of purchase, packaging, shipping, etc.

In addition to indicating for you the margin earned per line item and per document, the Toolcie dashboard also shows the total margin earned per customer, per product, and also over a given period for your quotes and invoices.

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Certainly the most anticipated new feature in the Toolcie application is the ability to create templates for quotes and invoices that are fully customizable. You can try it out now!

Eight new features

Document templates, new versions of quotes, know the percentage of a quote that’s been invoiced: all these new features will boost your productivity!

Option to create bundles of items

Toolcie now allows you to create bundles of items. These bundles or packages allow you to create sets of products and services that you can then insert into your quotes and invoices.